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Express Portfolio Analysis

Express Portfolio Analysis

The Express Portfolio Analysis will give your credit union the knowledge of EVERYTHING that would be provided in the FULL Credit Card Portfolio Evaluation & Recommendation Summary.

However, it is called an Express Portfolio Analysis- as the delivery will be provided to the credit union staff VERBALLY versus a formal written report. It will be up to your staff to take notes or record the 60 minute teleconference.

This is a less expensive option as it saves us a lot of time in writing a formal 40-50 page report/business plan.

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